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Reporting Services: https://help.pm.leapevent.tech/a/1349316
This article outlines an add-on service that can be purchased at an additional configuration cost. If your organization is brand new to PatronManager, this may already be included in your contract - check with your Project Manager if you're not sure!
Before requesting a custom report, have you tried out Report Finder? We've built the Report Finder in our Client Community where you'll find all sorts of articles specifically designed to point you in the correct direction. Simply search for what you need, or browse the Community Forum in the Report Finder under Reporting.
What's included in this project?
While you have the ability to create your own custom reports in PatronManager, there are times where you might need some assistance. We'll ask you to provide the criteria and use case for your custom report, and then we'll build it according to your specifications.
We define a "basic" custom report as any report that references a single object or set of related objects, such as Accounts and Contacts. This level includes the re-building of our packaged reports, should you need assistance in recreating a report that was overwritten.
"Standard" custom reports might sound like a bit of an oxymoron, but this is simply the level of custom report that goes into a bit more depth than the Basic level. At this level, we'll assist in building a custom report that might include the following functions:
- Bucketed Fields
- Custom Report Types
- Cross-filters
- Summary or Row-Level Formulas
Certain types of reports that handle financial reconciliation data will be handled by our Senior Support Team. Transactional data in PatronManager is a bit more nuanced than our standard objects, and we want to be sure that any reports that will be used for financial reconciliation or reference are built with additional caution.
How much does it cost?
| Project | Cost |
|---|---|
Basic Report
|
$250 |
Standard Report
|
$500 |
Advanced Report
|
$750 |
How long does this project take?
Project timelines may vary depending on your project's complexity, but you should anticipate a 4-6 week turnaround for this project.
1. You'll provide the criteria needed for your report
In order to build your custom report appropriately, we need to know your end goal: how often do you plan to reference this report? Is this for financial reconciliation or for general analysis? Who else at your organization will need to reference this report?
2. We'll build your report to your organization's needs
We'll build and test the report to confirm that the results are accurate and cover all of the variables outlined in your request.
3. You'll review and approve the report
You'll confirm that the results of the report meet your needs; if any adjustments need to be made, we will ask you to outline specific changes.
Ready to get started?
Great! To initiate this project, fill out this survey to provide us with information about your report build project. Once we have your information, a Project Manager will reach out with billing information to get started.